WORK FLOW

Initial consultation

We begin with an initial consultation to understand the client's business, accounting needs, and pain points. This helps us determine whether we are the right fit and what services are required.

Proposal and engagement letter

If it's a good fit, we provide a proposal and engagement letter outlining scope, timeline, fees and terms so both parties are aligned before work begins.

Data collection

After the engagement letter is signed, we collect necessary data — bank statements, invoices and supporting documents — using secure file-sharing to ensure all information is captured.

Onboarding

With data in hand, we onboard the client into our systems, configure accounting tools, chart of accounts, and ensure all data is accurately entered and reconciled.

Ongoing communication

Throughout the engagement we maintain regular communication, provide progress updates, and adapt to evolving needs so accounting remains accurate, timely and aligned with business goals.